Rooted Wealth Advisors, Inc.

Position in PANW — Palo Alto Networks Inc

CIK 1963732 BOURBONNAIS, IL

Position in PANW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$516,304

+$209,131 QoQ

Shares Held

1,514

-21.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#2,042

of 2,893 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $6,983,439 across 4 Software - Infrastructure names. PANW ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,745	$4,381,119
2	FTNT	Fortinet, Inc.	9,143	$1,404,547
3	PLTR	Palantir Technologies Inc.	5,841	$681,469
4	PANW	Palo Alto Networks Inc This page	1,514	$516,304

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,304	1,514	-21.0%	Shares	Sole	2026-07-28
2026-03-31	$307,173	1,916	-22.2%	Shares	Sole	2026-04-21
2025-12-31	$453,868	2,464	+8.4%	Shares	Sole	2026-02-09
2025-09-30	$462,828	2,273	+103.5%	Shares	Sole	2025-10-20
2025-06-30	$228,582	1,117	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.